Latest Institutional Transactions on Ishares Core S&P Mid Cap ETF (IJH)
This table provides information on the latest institutional transactions involving Ishares Core S&P Mid Cap ETF (IJH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-3.23K- 4.89% |
$201K - $215K
|
62.9K
$4.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.67K- 5.43% |
$166K - $178K
|
46.5K
$2.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
22+ 0.31% |
$1.37K - $1.46K
|
7.06K
$453K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-707- 2.95% |
$43.9K - $47K
|
23.2K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
4.69K+ 1.45% |
$291K - $312K
|
328K
$21.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
981+ 24.13% |
$60.9K - $65.2K
|
5.05K
$324K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-307- 1.07% |
$19.1K - $20.4K
|
28.4K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.56K+ 9.56% |
$345K - $370K
|
63.7K
$4.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6+ 0.07% |
$373 - $399
|
8.25K
$530K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-5.24K- 2.57% |
$325K - $348K
|
199K
$12.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.08KNew |
$191K - $205K
|
3.08K
$198K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2+ 0.02% |
$124 - $133
|
10.7K
$689K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
4.51K+ 26.47% |
$280K - $300K
|
21.6K
$1.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-3.18K- 21.27% |
$197K - $211K
|
11.8K
$756K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2.36K+ 0.45% |
$146K - $157K
|
522K
$33.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-793- 0.62% |
$49.2K - $52.7K
|
127K
$8.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
591+ 9.13% |
$36.7K - $39.3K
|
7.07K
$454K
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-40.9K- 49.93% |
$2.54M - $2.72M
|
41K
$2.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
53+ 0.2% |
$3.29K - $3.53K
|
26.2K
$1.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
679+ 2.91% |
$42.2K - $45.2K
|
24K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-1.45K- 5.53% |
$90K - $96.4K
|
24.7K
$1.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.34KNew |
$331K - $355K
|
5.34K
$343K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
597+ 11.85% |
$37.1K - $39.7K
|
5.63K
$362K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.36K+ 1.25% |
$84.3K - $90.3K
|
110K
$7.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.62K- 3.41% |
$100K - $107K
|
45.7K
$2.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.51K- 0.83% |
$404K - $433K
|
774K
$49.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
219K+ 204.55% |
$13.6M - $14.6M
|
327K
$21M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-850- 13.83% |
$52.8K - $56.5K
|
5.3K
$340K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
16.2K+ 2.12% |
$1M - $1.08M
|
781K
$50.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-27.3K- 12.25% |
$1.69M - $1.82M
|
196K
$12.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.27K- 3.98% |
$389K - $417K
|
151K
$9.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
92+ 0.87% |
$5.71K - $6.12K
|
10.7K
$686K
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
8.46K+ 26.42% |
$525K - $563K
|
40.5K
$2.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-9.81K- 18.62% |
$609K - $652K
|
42.9K
$2.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
3.21KNew |
$199K - $213K
|
3.21K
$206K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-76.6K- 6.93% |
$4.75M - $5.09M
|
1.03M
$66M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-338- 0.87% |
$21K - $22.5K
|
38.3K
$2.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-385- 0.15% |
$23.9K - $25.6K
|
258K
$16.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.65K- 26.75% |
$227K - $243K
|
9.99K
$641K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.57K+ 1.27% |
$221K - $237K
|
283K
$18.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.74K+ 1.37% |
$418K - $448K
|
498K
$32M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-7.4K- 11.18% |
$460K - $492K
|
58.8K
$3.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 4.71% |
$74.5K - $79.8K
|
24.3K
$1.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
20.6K+ 10.63% |
$1.28M - $1.37M
|
215K
$13.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.4K+ 7.02% |
$86.9K - $93.1K
|
21.3K
$1.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-454- 13.37% |
$28.2K - $30.2K
|
2.94K
$189K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.64K- 34.81% |
$164K - $175K
|
4.94K
$317K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-312- 0.24% |
$19.4K - $20.8K
|
129K
$8.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
341+ 4.38% |
$21.2K - $22.7K
|
8.13K
$522K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-136- 2.45% |
$8.44K - $9.05K
|
5.41K
$347K
|
|